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Database Connection

Before user can use Excelerator to post into the Sage 500/ Sage 1000 system, user need to set up the connection details.

User will require the following information:

SQL Server

  • Server name
  • Sage database name
  • A user name and password with rights to access the Sage database (or use the SQL integrated security)
  • Details of any ledgers held in separate databases (as defined in XXFILESDD system keys)

connection-sage-1000.png

From the Ribbon select Connection. This displays the following screen

connection1.jpg

After entering the details, click Test to confirm that the connection succeeds. Then click OK.

Note, Switching companies can be made easier for users by setting up these details once in a central database definitions table. See Central Database Definitions.

Click OK again to confirm the details, and then Close.

connection2.jpg